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Manhattan Associates, Inc.

MANH Technology
$133.95 +$1.24 (0.93%)
Market Cap: $7.94 B
Gurus Holding
6
Popularity Rank
#1486
% of Shares Held
5.44%
Net Activity (Q4 2025)
+$17.74 M

Guru Ownership Trend

Guru Analysis for Manhattan Associates, Inc. (MANH)

Manhattan Associates, Inc. (MANH), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $431.96 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $17.74 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 215.4%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 6.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$39.62 M
Total Buy Value
New Buys 1
Additions 3
-$21.88 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Manhattan Associates, Inc. (MANH)

Major holders include Cliff Asness ($384.67 M), Renaissance Technologies (RenTech) ($88.31 M), Terry Smith ($49.97 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.22 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $17.74 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited MANH. The total reported sell value was $21.88 M.

Yes, 1 managers opened new positions in MANH, and 3 increased their existing holdings. The total reported buy value was $39.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.20% Add 6.9% 2,219,539 $384.67 M Q4 2025
0.14% Reduce -6.1% 509,560 $88.31 M Q4 2025
0.29% 288,332 $49.97 M Q4 2025
0.07% Add 215.4% 110,916 $19.22 M Q4 2025
0.06% Add 5.6% 90,811 $15.74 M Q4 2025
0.00% New Buy 5,643 $977,989 Q4 2025
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